Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,077 | $134,001+4.5% | $112,258+24.8% | $134,509+4.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.99% | 47.15%-67.1pp | 27.47%-47.5pp | 418.13%-438.1pp |
| Employer contribution / active EE | $3,441 | $4,039-14.8% | $3,636-5.4% | $4,741-27.4% |
| Participant deferral / active EE | $10,738 | $5,291+102.9% | $4,728+127.1% | $6,400+67.8% |
| Admin fee / account holder | $254 | $7,491-96.6% | $6,411-96.0% | $11,427-97.8% |